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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

MOERUS CAPITAL MANAGEMENT LLC

CRD 282399

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55e12fbf-cf63-7d32-236e-a72360cf33c6

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Jan 25, 2016 to Aug 5, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.06 fund_share=0.33 institutional_share=0.61 related_bd=false related_bank=true bd_reps=1.0
Regulatory AUM: $893MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $893M
Private client RAUM: $49.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 6%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 10
High net worth clients: 1
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $44.1M
SEC number: 801-107225
CIK: 1742647
CRD: 282399
Filings on the tape: 22
First filed: Jan 25, 2016
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MOERUS GLOBAL VALUE FUND MASTER (CAYMAN) LTD	Hedge Fund	$27.4M	Mar 28, 2024	19	May 27, 2016	reported	021-268938
MOERUS GLOBAL VALUE FUND LP	Hedge Fund	$2.1M	Apr 12, 2016	4	Jan 25, 2016	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAMPAGNA, MICHAEL, R	PARTNER, RESEARCH ANALYST	B	yes	10/2015	Jan 25, 2016	Mar 28, 2024
MAURO, JOHN, MICHAEL	PARTNER, RESEARCH ANALYST	B	yes	10/2015	Jan 25, 2016	Mar 28, 2024
SMITH, JULIE, ANN	CHIEF COMPLIANCE OFFICER, CFO	Na	yes	10/2023	Oct 2, 2023	Mar 28, 2024
WADHWANEY, AMIT, BHAGWANDAS	MANAGING MEMBER	E	yes	10/2015	Jan 25, 2016	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MOERUS CAPITAL LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$893M	$893M	8	4	0	1	n/a
2024	Mar 27, 2025	$779M	$779M	8	4	0	1	n/a
2023	Mar 28, 2024	$769M	$769M	8	4	0	1	$27.4M
2022	Mar 30, 2023	$814M	$814M	9	4	0	1	$22.0M
2021	Mar 29, 2022	$656M	$656M	9	4	0	1	$20.9M
2020	Mar 30, 2021	$660M	$660M	9	3	0	1	$18.5M
2019	Mar 26, 2020	$775M	$775M	8	3	0	1	$20.4M
2018	Mar 28, 2019	$695M	$522M	8	3	0	1	$18.5M
2017	Mar 28, 2018	$209M	$209M	8	4	0	1	$18.6M
2016	Mar 29, 2017	$20.2M	$20.2M	7	4	n/a	1	$12.6M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$893M	$779M	14.7%	$814M	3.1%	8	8	0	0

Relationships

Advises (2)

→ MOERUS GLOBAL VALUE FUND MASTER (CAYMAN) LTDPrivate fundHedge Fund, IA
May 27, 2016 to presentfactForm ADV
→ MOERUS GLOBAL VALUE FUND LPPrivate fundHedge Fund, IA, no longer reported
Jan 25, 2016 to Apr 12, 2016factForm ADV

Controls (4)

← WADHWANEY, AMIT, BHAGWANDASOwnerMANAGING MEMBER, ownership code E, individual
Jan 25, 2016 to Mar 28, 2024factForm ADV
← SMITH, JULIE, ANNOwnerCHIEF COMPLIANCE OFFICER, CFO, ownership code NA, individual
Oct 2, 2023 to Mar 28, 2024factForm ADV
← MAURO, JOHN, MICHAELOwnerPARTNER, RESEARCH ANALYST, ownership code B, individual
Jan 25, 2016 to Mar 28, 2024factForm ADV
← CAMPAGNA, MICHAEL, ROwnerPARTNER, RESEARCH ANALYST, ownership code B, individual
Jan 25, 2016 to Mar 28, 2024factForm ADV

Dated events

Occurred
Oct 2, 2023
Control person joined
Ann Julie Smith (Chief Compliance Officer, Cfo) appeared on Schedule A of Moerus Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Oct 2, 2023
Control person left
Michael Thomas Quinn (Chief Operating Officer, Cfo, Cco) no longer on Schedule A of Moerus Capital Management Llc (listed 2023-03-30, absent 2023-10-02)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Regulatory AUM changed
Moerus Capital Management Llc reported RAUM $695.2M, up 33% from $521.3M (2018-07-19 to 2019-03-28)
Form ADVobserved 6 days ago
$174M
Occurred
Jul 19, 2018
Regulatory AUM changed
Moerus Capital Management Llc reported RAUM $521.3M, up 150% from $208.6M (2018-03-28 to 2018-07-19)
Form ADVobserved 6 days ago
$313M
Occurred
Jan 25, 2016
First Form ADV filing
Moerus Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55e12fbf-cf63-7d32-236e-a72360cf33c6
First observed: Jan 25, 2016
Last observed: Aug 5, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOERUS CAPITAL MANAGEMENT LLC

CRD 282399

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55e12fbf-cf63-7d32-236e-a72360cf33c6

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:48 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MOERUS GLOBAL VALUE FUND MASTER (CAYMAN) LTD

Hedge Fund

$27.4M

Mar 28, 2024

May 27, 2016

reported

021-268938

MOERUS GLOBAL VALUE FUND LP

Hedge Fund

$2.1M

Apr 12, 2016

Jan 25, 2016

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMPAGNA, MICHAEL, R

PARTNER, RESEARCH ANALYST

yes

10/2015

Jan 25, 2016

Mar 28, 2024

MAURO, JOHN, MICHAEL

PARTNER, RESEARCH ANALYST

yes

10/2015

Jan 25, 2016

Mar 28, 2024

SMITH, JULIE, ANN

CHIEF COMPLIANCE OFFICER, CFO

yes

10/2023

Oct 2, 2023

Mar 28, 2024

WADHWANEY, AMIT, BHAGWANDAS

MANAGING MEMBER

yes

10/2015

Jan 25, 2016

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MOERUS CAPITAL LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$893M

n/a

2024

Mar 27, 2025

$779M

n/a

2023

Mar 28, 2024

$769M

$27.4M

2022

Mar 30, 2023

$814M

$22.0M

2021

Mar 29, 2022

$656M

$20.9M

2020

Mar 30, 2021

$660M

$18.5M

2019

Mar 26, 2020

$775M

$20.4M

2018

Mar 28, 2019

$695M

$522M

$18.5M

2017

Mar 28, 2018

$209M

$18.6M

2016

Mar 29, 2017

$20.2M

n/a

$12.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$893M

$779M

14.7%

$814M

3.1%